VWM
WAL icon

Venturi Wealth Management’s Western Alliance Bancorporation WAL Stock Holding History

Venturi Wealth Management’s Portfolio WAL Stock Details WAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,606
Closed -$255K – 687
2026
Q1 		$255K Sell
3,606
-1,157
-24% -$96.4K 0.01% 517
2025
Q4 		$400K Sell
4,763
-643
-12% -$52.2K 0.02% 401
2025
Q3 		$469K Hold
5,406
– – 0.02% 349
2025
Q2 		$422K Sell
5,406
-275
-5% -$19.8K 0.02% 355
2025
Q1 		$436K Buy
5,681
+32
+0.6% +$2.69K 0.02% 352
2024
Q4 		$472K Buy
5,649
+2,618
+86% +$230K 0.02% 350
2024
Q3 		$262K Buy
3,031
+2,582
+575% +$199K 0.01% 412
2024
Q2 		$28.2K Buy
449
+134
+43% +$8.1K ﹤0.01% 842
2024
Q1 		$20.2K Buy
315
+215
+215% +$13.2K ﹤0.01% 740
2023
Q4 		$6.58K Buy
+100
New +$5.04K ﹤0.01% 973

Other funds holding WAL

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return

Venturi Wealth Management's WAL Position: Q2 2026 in Review

Venturi Wealth Management sold out of Western Alliance Bancorporation (WAL) in Q2 2026, closing a stake of 3,606 shares — an estimated $255K sold.

Venturi Wealth Management first reported a position in WAL in Q4 2023 and held it in 10 quarters. The position peaked at $472K in Q4 2024. 64 funds tracked by Wall St. Rank hold WAL as of Q2 2026.

  • Venturi Wealth Management reported no remaining Western Alliance Bancorporation position as of Q2 2026 after selling out during the quarter.
  • Venturi Wealth Management sold 3,606 Western Alliance Bancorporation shares in Q2 2026, an estimated $255K.
  • Venturi Wealth Management first reported a position in Western Alliance Bancorporation in Q4 2023 and held it in 10 quarters.
  • Venturi Wealth Management's Western Alliance Bancorporation position peaked at $472K in Q4 2024.
  • 64 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.